WEATHERLY ASSET MANAGEMENT L. P. TOTL Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 544,954.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $21.96 Mil. This investment constitutes 1.97% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.61% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2020Q2. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 17 purchases of TOTL, at an average price of $45.97, for a total of 567,143.00 shares. In addition, there have been 2 sales at an average price of $40.32 for 22,189.00 shares. Based on historical transaction data and TOTL's current price of $39.78, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his TOTL holdings is $-3.50 Mil, reflecting a -13.41% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. TOTL ($39.78) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. TOTL ($39.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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